Supplier Transactions report in Reckon One

Learn how to use and customise the Supplier transactions report in Reckon One, so you can see all the amounts you owe and have paid, including bills and employee pay runs (if applicable), grouped by supplier.

About the Supplier transactions report

Use the Supplier transactions report to see a all amounts owed and paid to suppliers, grouped by supplier.

Run the report

1. In the Reporting menu, select Reports.
2. Click on the Supplier transactions report (found in the Suppliers and money out category).
3. Select your Reporting period, the time range you wish to see data for. Select one of the the standard options or select The following dates to enter dates of your choosing.
4. In Suppliers, you can filter by supplier by choosing All to show all suppliers, or Selected to choose specific suppliers.
5. In Classifications (if enabled), you can filter by classification by choosing All to show all classifications, or Selected to choose specific classifications or No classification.
6. (Optional) To customise the report further (including choosing data to show and report orientation), click Show more options. Follow our detailed steps for customising your report below.
7. Click Refresh to update the report with your selections.

Customise your report

You can customise the information shown in your report and sort and filter data:

1. In the Reporting menu, select Reports.
2. Click Generate on the Supplier transactions report (found in the Suppliers and money out category).
3. Click Show more options.
4. In Columns, select checkboxes against the columns you want to show.
5. In Orientation, choose whether you wish the report to show in portrait or landscape (your selection will also apply when exporting the report).
6. Once you've made your customisations, click Refresh to update the report.

Read more

• Learn more about reports in Reckon One